Segment + Heap + Base CRM integration
Use Autopilot to create journeys that use the Segment, Heap and Base CRM integrations.
Upcoming
Marketing Automation ideas to integrate Segment, Heap and Base CRM.
Heap Event to Send Segment Event to Update Base Contact Field
Heap Event to Send Segment Event to Assign Base Contact Owner
Heap Event to Assign Base Contact Owner to Send Segment Event
Heap Event to Check Base Contact Field to Send Segment Event
Heap Event to Check Base Deal Stage to Send Segment Event
Heap Event to Update Base Contact Field to Send Segment Event
Showing 6 journey ideas for Segment, Heap and Base CRM
About the Segment integration
Personalize your marketing by triggering and personalizing your messages based on user events. Activate new users and drive higher engagement and retention.
About the Heap integration
Heap allows you to aggregate, organize, and visualize all of your business data in one place. By streaming your Autopilot data to Heap you’ll instantly gain the visibility you need to make data-driven decisions across the entire customer journey. You can also easily add people to journeys in Autopilot when they perform an event that you’re tracking in Heap.
About the Base CRM integration
Base built the first scientific sales platform that empowers businesses to grow revenue in a way that’s measurable, repeatable and scalable. Unlike legacy cloud CRM and sales force automation systems, Base offers an all-in-one solution that increases rep adoption rates and data capture across devices. With the ability to analyze big data trends in real-time, Base’s Apollo provides sales leaders with the actionable, quantifiable insights they need to accelerate performance.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Segment integration, Heap integration and the Base CRM integration.
Journey Triggers
Segment Event
Add a contact to a journey when they perform a Segment event.
Heap Event
Add a contact to a journey when they perform a Heap event.
Add a Base Deal
Add a new deal against the contact in the journey.
Base Deal Stage Change
Add a contact to a journey when the deal stage changes in Base CRM.
Base Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Assign Base Task
Assigns a task for a lead or contact.
Conditions
Check Base Deal Stage
Check the deal stage with a true or false outcome.
Check Base Contact Field
Check for a specific value in a contact field.
Journey Actions
Send Segment Event
Send a contextual Segment Event.
Assign Base Contact Owner
Assigns an owner or round robins ownership to a contact.
Update Base Contact Field
Updates a field with a certain value associated against a contact in Base CRM.
What is Autopilot?
Simple and visual customer journey marketing software you’ll love.
Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Segment, Heap and Base CRM.
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